Guest Article Archive

Investment Strategies
23 December 2025

Orbital Satellite Financing – A Look At Investment Opportunities

While a complex and challenging field in some ways, investing in space satellites is also an...

Trust Estate
19 December 2025

DNA Tests, Estate Planning: How 23andMe Rewrites Inheritance Law

One of our contributors delves into consumer DNA tests and how this affects issues such as legal...

Wealth Strategies
16 December 2025

Blending Traditional Assets With Institutional-Grade Digital Markets

The author argues that what was once a niche has quite clearly become mainstream. And wealth...

Trust Estate
10 December 2025

How To Help Grandchildren Afford College

Senior family members can help grandchildren in a numher of ways, for example, by paying for...

Compliance
1 December 2025

The New Risk Asset – Why Compliance Belongs In Every Financial Plan

Compliance is now a risk factor in its own right that financial planners and investment businesses...

Trust Estate
13 November 2025

How to Legally Disinherit Family Members

The recent dramas of Britain's Royal Family highlight the momentous step families may sometime face...

Tax
30 October 2025

Six Common Misconceptions About Changing Domicile

Moving to a new state within the US involves a number of complex requirements that must be clearly...

Legal
29 October 2025

Will Your Digital Assets Be Lost Forever When You're Gone?

Today, there are many clever technology tools in defense and security, but in all too many cases,...

Tax
8 October 2025

The One Big Beautiful Bill: Another Look At Implications

Time for another dive into the details of this important recent US tax legislation. ...

Family Business Insights
25 September 2025

A Strategic Guide To Pre-Transaction Planning: A Family Offices Roadmap

This author describes a route for families and principals preparing for a liquidity event such as...

Practice Strategies
25 September 2025

The New Power Couple: What Happens When She Has The Fortune – Part 2

The second half of an article that explores modern married couples and what happens when the wife...

Practice Strategies
24 September 2025

The New Power Couple: What Happens When She Has The Fortune – Part 1

The first half of an article that explores modern married couples and what happens when the wife is...

Trust Estate
18 September 2025

Reflections On Murdoch Family Trust Dispute: Lessons for Advisors

Not just a media headline, but a global cases study in family decision-making and succession, the...

ESG
12 September 2025

Shareholder Advocacy: Engagement Under Pressure

The author of this article points out that the regulatory landscape is evolving and growing more...

Investment Strategies
3 September 2025

Nuclear Energy’s Renaissance: The Dramatic Shift Reshaping Global Energy

Nuclear energy is having something of a "rebirth" for a variety of reasons, and the author of this...

Technology
2 September 2025

AI Quietly Revolutionizes World’s “Boring” Industries

People – including those in the wealth management sector – need to be less beguiled by the hype...

Strategy
8 August 2025

College Admission Questions That Keep HNW Families Awake At Night

The choice of school is a "pivotal" inflection point in people's lives, with a number of...

Client Affairs
5 August 2025

Trump’s Tariff Tactics In US-Japan Trade Deal – The Art Of Bluff

The author argues that US President Donald Trump’s tariff threats against Japan were largely a...

Trust Estate
4 August 2025

Tips And Cautionary Tales From Estate Litigation Hell

The human and emotional realities of steering an estate through litigious waters are not well...

Family Office
16 June 2025

Are Family Offices The Next Liquidity Crisis?

The author argues that while family offices have historically operated without too much regulatory...